Position in ES
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,070
+$2,260 QoQ
Shares Held
84
+52.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,027
of 1,109 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $188,467,826 across 30 Utilities - Regulated Electric names. ES ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,165,321 | $102,280,224 | |
| 2 | DUK |
Duke Energy CORP
|
580,535 | $73,484,120 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
76,919 | $8,981,831 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,088 | $1,106,519 | |
| 5 | SO |
Southern Co
|
9,624 | $921,113 | |
| 6 | ETR |
Entergy Corp /De/
|
6,582 | $756,008 | |
| 7 | AEE |
Ameren Corp
|
1,755 | $198,385 | |
| 8 | D |
Dominion Energy, Inc
|
2,733 | $186,636 |
All Filings in ES
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,070 | 84 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,810 | 55 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,568 | 53 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,770 | 53 | Shares | Sole | 2025-10-09 | |
| 2025-03-31 | $186 | 3 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $71,557 | 1,246 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $118,815 | 1,746 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $99,015 | 1,746 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $116,730 | 1,953 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $120,539 | 1,953 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $113,566 | 1,953 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $138,506 | 1,953 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $152,841 | 1,953 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $163,739 | 1,953 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $152,489 | 1,956 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $169,362 | 2,005 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $178,761 | 2,027 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $96,722 | 1,183 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $59,698 | 744 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $64,422 | 744 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $64,363 | 744 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $62,161 | 744 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $61,952 | 744 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $58,188 | 744 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||